-6.5%
IRT vs VOO
+82.3%
-88.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.7% |
| 7D | -2.2% | +0.5% | -2.8% | -2.6% |
| 30D | -7.8% | -0.9% | -6.9% | -7.2% |
| 3M | -3.5% | +3.9% | -7.4% | -6.5% |
| 6M | -1.2% | +14.5% | -15.8% | -11.6% |
| YTD | -6.9% | +13.0% | -19.9% | -15.8% |
| 1Y | -7.2% | +19.4% | -26.6% | -19.9% |
| 3Y | +11.3% | +78.9% | -67.6% | -32.7% |
| 5Y | -6.5% | +82.3% | -88.8% | -45.8% |
| All | -6.5% | +82.3% | -88.8% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling